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AP4 re-sets long-term scenarios amid US trade worries
Swedish pensions buffer fund CEO sees political environment remaining problematic for years
Fondo Gomma Plastica to create equity mandate investing in Italy
The scheme is working on the equity mandate with other pension funds joining as part of a consortium
Varma assets jump to historic high of €60.9bn with 3.6% Q1 returns
Plus: Ilmarinen reports a 3.2% Q1 return, while Keva posts 3.7%
ISSB to tackle biodiversity reporting, human capital disclosures
Chair Emmanuel Faber says the board’s focus remains on the informational needs of investors and the allocation of capital
Swiss pension funds hold onto private equity investments
Schemes stick to strategic quotas, pushing back on government plans to support local economy
Viewpoint: Trump election agenda items for pension funds to debate
Peter Kraneveld identifies Trump’s election chances as an important political risk for pension funds
UK regulator committed to supporting further innovation in DB market
TPR is due to publish its approach to profit release mechanism in superfunds and new DB alternative arrangements guidance this year.
Italian schemes explore investment opportunities with European Investment Fund
Pension funds Arco, Concreto, Fondo Pensione Byblos and Fon.Te plan to boost investments in Europe
Finland’s Elo cites hedge funds, listed equities as Q1 drivers
Pensions insurer makes 6.5% return on hedge funds as weighting increases in portfolio
German Pensionskassen association slams first pillar equity fund plan
VFPK is ‘extremely skeptical’ about the role assigned to the state as an equity investor through the fund
Nature Action 100 unveils benchmark indicators for assessing corporates
Companies will be assessed on the quality of their disclosures and actions
People moves: Skandia appoints new head of asset management
Plus: MAPFRE names group CIO; Roelie van Wijk joins ABP’s board of directors
Church Commissioners appoints ‘planet lead’
Laura Moss-Bromage will design and lead the Church Commissioners’ portfolio-wide biodiversity strategy
ESG employees disillusioned as asset managers lose enthusiasm, says headhunter
Senior figures are looking for new sustainability jobs as ‘glitzy marketing spiel’ falls short of reality
An opportunity to reimagine private capital in Europe
Enrico Letta’s long-awaited report on the future of the European Union’s single market is set to spark a major debate among EU leaders. As Europe faces a rapidly evolving strategic landscape, the former Italian prime minister’s findings, due to be published this spring, could help shape thinking on European integration ahead of the upcoming elections in June.
Australia connects retirement income sources
Australia, a country with the world’s fourth-largest pool of retirement savings, is caught in a curious bind. At issue is how to transition Australians from saving to spending.
US pension plans wrestle with China private market exposure
After a horrible 2023, Chinese stocks look cheap and attractive. But most US pension funds do not seem interested in investing in the Chinese stock market. On the contrary, they have reduced their holdings since 2020 and some are exiting entirely, according to Bloomberg analysis.
Swiss pension funds hold onto private equity investments
Schemes stick to strategic quotas, pushing back on government plans to support local economy
Corporate Sustainability Due Diligence Directive final text gets green light
MEPs have now signed-off on an agreement which means the law will only apply to very large companies
Mansion House Compact: Spotlight on Aegon
Niall Aitken, head of retail investment proposition at Aegon, spoke to IPE about why Aegon signed up to the compact and the complexity of its journey
Mansion House Compact: spotlight on Phoenix
Sam Tufts, head of strategy and solutions in asset management team at Phoenix, spoke to IPE about the group’s plan to extend its private markets experience for DC
Swedish funds agency chief: ‘We can’t afford not to be good’
As FTN completes first tender award, executive director Erik Fransson talks about the need for internal cooperation and the pressure on the organisation to get things right
Measuring the impact of non financial factors on GDP growth
In their paper entitled Modeling the Links Between Economic Growth, Socio-economic Dynamics and Environmental Dimensions: a Panel VAR Approach, the authors attempt to quantify direct and indirect causalities between economic growth and extra-financial dimensions, including demographics, biodiversity, climate change, political stability, inequalities and economic growth.
Mercer’s Rich Nuzum: soft skills are the hardest in investment governance
Mercer’s recent acquisition of Vanguard’s outsourced chief investment officer (CIO) business and its sale of two administration units points to changes in asset management as firms continue to focus on core activities.
Ahold Delhaize pension fund on climate transition and system change
Eric Huizing, chief investment officer at Ahold Delhaize Pensioen, explains to Tjibbe Hoekstra how the pension fund is progressing not only with its climate-focused investments but also the change in the Dutch pension system
IPE Magazine April 2024
Read the latest issue of IPE Magazine
Browse the digital edition and find highlights from this month's issue below
Digital edition of IPE magazine
April Highlights
Netherlands Country Report 2024: The pension transition dilemma
Dutch pension funds must tread a fine line between protecting funding levels and ensuring sufficient returns as they move to defined contribution
Manager selection: Solving the pension liquidity puzzle
Advisers and fiduciary managers are working as hard as ever to meet the liquidity needs of pension funds
Emerging market equities: investors grapple with peak political risk
As billions of people head to the polls in 2024, how will politics influence flows to emerging market equities?
Pension funds revisit allocations to China
European pension funds have reduced their allocations to China as the outlook for the country’s economy becomes more uncertain
Biodiversity, the next responsible investment frontier
European pension funds are ramping up their efforts to consider the impact of their portfolios on the loss of biodiversity related to climate change
Emerging market equities: investors grapple with peak political risk
As billions of people head to the polls in 2024, how will politics influence flows to emerging market equities?
IPE Quest Expectations Indicator - April 2024
The shadow of the US presidential elections is longer than normal because Trump is under several legal clouds. He could still get barred from participating but that seems unlikely. He does have a liquidity problem, a self-destructive streak, a mercurial character and no credible alternative waiting in the wings, though.
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